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First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
76
Harbour Investments
Wisconsin
$684K -$96.7K -5,665 -13%
BRWA
77
B. Riley Wealth Advisors
Florida
$683K -$41.4K -2,425 -6%
IA
78
IFP Advisors
Florida
$668K -$253K -14,818 -28%
FPCG
79
Forum Private Client Group
Indiana
$661K +$633K +37,081 New
PFS
80
Prospera Financial Services
Texas
$641K +$35.5K +2,082 +6%
SWP
81
Stratos Wealth Partners
Ohio
$634K -$208K -12,186 -26%
DADC
82
D.A. Davidson & Co
Montana
$623K -$5.99K -351 -1%
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$616K +$243K +14,247 +70%
MML Investors Services
84
MML Investors Services
Massachusetts
$607K -$1.06M -62,261 -65%
GM
85
GeoWealth Management
Illinois
$587K -$75K -4,392 -12%
SW
86
SlateStone Wealth
Florida
$535K
CWA
87
Clarus Wealth Advisors
Arizona
$534K +$510K +29,897 New
LNC
88
Lincoln National Corp
Pennsylvania
$532K +$6.86K +402 +1%
MOS
89
MGO One Seven
Ohio
$507K +$486K +28,443 New
SG
90
StoneX Group
New York
$482K +$23K +1,348 +5%
TNBTD
91
Trustmark National Bank Trust Department
Mississippi
$469K +$154 +9 +0%
LFASL
92
Lugano Financial Advisors SA (LFA)
Switzerland
$428K
Koshinski Asset Management
93
Koshinski Asset Management
Illinois
$422K +$83.6K +4,895 +26%
AAS
94
Avantax Advisory Services
Texas
$393K +$30.1K +1,761 +9%
PFC
95
Phocas Financial Corp
California
$393K -$2.59M -151,865 -87%
KCFA
96
Key Client Fiduciary Advisors
New Jersey
$391K +$188 +11 +0.1%
AFC
97
AFT Forsyth & Company
Florida
$390K -$80.8K -4,732 -18%
KPWS
98
Kestra Private Wealth Services
Texas
$370K +$20.8K +1,218 +6%
VCM
99
Virtue Capital Management
Tennessee
$356K +$36.6K +2,145 +12%
EH
100
Equitable Holdings
New York
$346K -$197K -11,568 -37%